Castleview Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Castleview Partners, LLC holds 10,318 shares of DBMF stock, worth $267,855. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,318
Previous 2,967
247.76%
Holding current value
$267,855
Previous $77,000
249.35%
% of portfolio
0.18%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$147 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.2 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$38.5 Million3.37% of portfolio